How to
How to import from a CSV
Import stages rows from a spreadsheet, lets you validate them, and promotes the valid ones. Nothing lands until you promote.
- Open the Import tab and choose the entity you are importing.
- Upload the CSV and map its columns to the app's fields.
- Review the staged rows: fix or drop any the validator flags.
- Promote the valid rows. Import is append-only, so a corrected re-upload adds rows alongside the originals.
In-app documentation, version 5. Generated from the product documentation source, so this matches the app exactly.